Arkadios Wealth Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 430 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$241,909
-25.1%
775
-23.7%
0.02%
-36.0%
Q1 2024$322,890
+1.0%
1,016
-3.2%
0.02%
-7.4%
Q4 2023$319,844
-5.7%
1,050
-16.6%
0.03%
-15.6%
Q3 2023$339,213
-4.1%
1,259
+0.8%
0.03%
-22.0%
Q2 2023$353,692
+59.3%
1,249
+91.6%
0.04%
+41.4%
Q4 2021$222,000
+73.4%
652
+57.1%
0.03%
+61.1%
Q3 2021$128,000
+13.3%
415
+15.3%
0.02%
+28.6%
Q2 2021$113,0003600.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,004,189$129,209,0007.35%
TRUST CO OF OKLAHOMA 63,709$8,197,437,0004.38%
Spruce Investment Advisors LLC 34,304$4,414,0003.43%
FIRST FINANCIAL CORP /IN/ 29,736$3,827,0002.28%
Greytown Advisors Inc. 12,786$1,645,0001.58%
Triangle Securities Wealth Management 13,685$1,761,0001.18%
Westside Investment Management, Inc. 12,672$1,675,597,0001.14%
CUE ADVISORY SERVICES, INC. 10,130$1,303,0001.06%
Visionary Asset Management, Inc. 23,887$3,074,0001.00%
CUMBERLAND ADVISORS INC 9,220$1,186,0000.84%
View complete list of VANGUARD WORLD FDS shareholders